UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4176
$254K ﹤0.01%
13,652
+2,633
4177
$253K ﹤0.01%
3,323
-45,917
4178
$253K ﹤0.01%
14,526
-74,152
4179
$252K ﹤0.01%
6,773
-14,475
4180
$252K ﹤0.01%
9,356
-249
4181
$252K ﹤0.01%
17,445
-846
4182
$251K ﹤0.01%
418
+139
4183
$251K ﹤0.01%
1,016
-236
4184
$251K ﹤0.01%
2,649
-4,554
4185
$251K ﹤0.01%
15,262
-38,808
4186
$251K ﹤0.01%
18,730
-40,368
4187
$250K ﹤0.01%
9,600
+5,316
4188
$250K ﹤0.01%
4,040
+2,686
4189
$249K ﹤0.01%
3,113
+2,151
4190
$249K ﹤0.01%
21,601
-32,441
4191
$249K ﹤0.01%
6,079
-1,832
4192
$248K ﹤0.01%
4,190
-7,897
4193
$248K ﹤0.01%
24,864
+19,792
4194
$247K ﹤0.01%
19,616
+4,024
4195
$247K ﹤0.01%
32,934
+29,172
4196
$246K ﹤0.01%
23,552
-113,815
4197
$246K ﹤0.01%
41,630
-190,303
4198
$246K ﹤0.01%
3,694
-14,433
4199
$246K ﹤0.01%
2,752
-21,175
4200
$245K ﹤0.01%
8,541
-1,184
166 167
168
169 170